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Morningstar for asset managers

Today’s asset managers face rising complexity—from evolving investor expectations to challenges in product development, differentiation, and firm efficiency.

Morningstar delivers data, research, analysis and reporting solutions to help you adapt with confidence.

The trends reshaping asset management—and what to do next

Cut through market noise with forward-looking insights on the forces transforming asset management, so you can stay focused on long-term outcomes and act with confidence.

Demystifying semiliquid funds for modern portfolios

Understand the structures, trade-offs, and risks behind semiliquid vehicles, and evaluate opportunities with greater transparency.

Stay ahead of what's next in regulation

Prepare for the evolving regulatory landscape with a clear view of what’s coming—from disclosure requirements to oversight changes—so you can respond faster, reduce complexity, and maintain investor trust.

Unlocking long-term value with LTAFs

Explore how long-term asset funds are expanding access to private markets while aligning with long-horizon investment strategies.

Explore our products

Empower investor success with reliable data and tools that simplify your day-to-day workflow.
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Morningstar Data+Analytics

Direct + Data

Data that powers insights. Leverage the power of Morningstar to build your offering and tell your story.

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Morningstar Indexes

Index Solutions

Indexes across all major asset classes and themes draw on unique IP to unlock emerging opportunities, while providing a robust institutional beta platform for core investing.

Morningstar ESG

Sustainalytics

Assess ESG risks and opportunities, align your product with your investors’ preferences, and respond to the changing regulatory environment.

Morningstar Data+Analytics

Morningstar Direct

A global investment analysis application that combines Morningstar data and research with analytics, data science, and productivity tools.

Morningstar Data+Analytics

Morningstar Licensed Data

Coverage of registered and unregistered managed investments from around the world, global company and share class data, and exclusive analytics.

PitchBook

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

PitchBook Direct Data

Integrate PitchBook’s global capital market data with your existing systems through an API or data feed.

Institutional Equity Research

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

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